Newport Beach, CA, September 29, 2025 — DataCRaiM today announced that BizIntellect, its business verification solution built natively on Salesforce, is now live on Salesforce AppExchange. The solution offers fast and accurate verification of business identities, and automated document retrieval, all embedded directly within Salesforce CRM. BizIntellect leverages verified data from Middesk, leading provider of KYB/KYC to ensure finance, legal and compliance professionals have access to up-to-date information to support every decision. Its native Salesforce integration removes the need for multiple tools, helping organizations save time and reduce operational friction.
“With BizIntellect now available on Salesforce AppExchange, we are empowering teams across finance, compliance, and legal to make faster, smarter decisions for business verification. Our integration with Middesk brings trusted, real-time business identity data into Salesforce—eliminating manual processes and enabling seamless, compliant customer onboarding at scale.” said Rohan Marfatia, CEO at DataCRaiM, Inc.
Key Features:
- Fast, Seamless Business Verification: Initiate identity checks with core business validation — streamlining onboarding, compliance, and due diligence workflows from the start.
- Instant Access to Documents: Access verified business documents (Articles of Incorporation and Certification of Good Standing) in seconds – all accessible within Salesforce.
- Native Salesforce Integration:BizIntellect is built to work seamlessly within Salesforce for managing identity verification.
- Scalable, Efficient Operations:Eliminate manual research, follow-ups and data gathering with intelligent automation. Empower your teams to focus on strategic tasks with streamlined verification and reporting.
- Stronger Compliance & Risk Management:Optimize KYB-KYC/AML processes and due diligence while maintaining regulatory standards to win more business with speed and efficiency.
- Comprehensive Market Visibility:Uncover new segments with enriched firmographic data. BizIntellect provides granular visibility into businesses including Secretary of State (SOS) information across the country.
- Enriched Customer Interactions: Accelerate customer journeys with trusted business data. Reduce onboarding friction, build trust faster, and provide your teams with the insights needed to deliver exceptional service.
- Revenue Growth & Opportunity Discovery:Fuel your GTM strategy with high-quality, verified data. Identify ideal targets, expand into new markets, and accelerate pipeline development with confidence.
- Built-In Competitive Advantage:Stay ahead with smart insights. BizIntellect’s real-time data feeds give your organization the intelligence it needs to outpace the competition.
- No Data Re-entry or Duplication:All business information is stored and managed in Salesforce — eliminating the need to re-enter data in Middesk, reducing errors and administrative burden.
About DataCRaiM
DataCRaiM builds AI-powered solutions that streamline operations and enhance decision-making across regulated industries, thereby driving ‘Excellence with Intelligence’. By integrating best-in-class tools like Middesk with robust platforms like Salesforce, DataCRaiM helps companies unlock the full potential of their data and CRM through AI and enhanced workflows.